Financial Services Representative
MoneyMart
Langley, British Columbia
12.2024 - Current
- Conducted comprehensive financial planning and analysis to identify client needs and goals.
- Offered sound financial recommendations to promote financial security, moving clients to take action.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Implemented effective client retention strategies resulting in high satisfaction and referral rates.
- Educated customers about different types of products available from the company's portfolio.